The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments …

Research Communication Strategist Tom Patterson shares Manning & Napier's perspective on market movements in March, including volatile global equity markets, the Fed, events in Europe, and where we see opportunities in today’s market.

Research Communication Strategist Tom Patterson discusses three causes for the volatility we saw in global equity markets in January, and shares Manning & Napier's perspective on the opportunities in today's market.

Shifting tides in the global economic backdrop during 2015 led us to make broad changes to our equity sector allocations throughout the year.
We believe these changes position investor portfolios to capture what we view as the best opportunities in global equity markets that we expect to play …

Chinese equity markets experienced unprecedented growth in the trailing 12 months ended May, with major equity indices returning more than 125%. Come June, however, cracks began forming, and some investors were left holding the bag. After peaking in mid-June, China’s major equity indices had …

S&P 500 companies announced a record $133 billion in share buybacks in April, furthering a trend that has provided support to U.S. equity markets in recent years. The surge in companies buying back their own stock is getting a lot of attention these days. It seems normal for those in the …

Worldwide equity markets have had an impressive showing since emerging from the Great Recession. The run-up in prices has coincided with equities becoming broadly more expensive. Some regions offer more attractive opportunities than others from a valuation standpoint, but the overall …

The November 2014 article titled Three Dimensions of Risk and Returns for U.S. Equities discussed our framework for minimizing the risk of sustained capital loss, a key tenet of the investment process at Manning & Napier. The indicators that are used to analyze this risk from a top-down …